Retire SMART Podcast

Ep 127. Heads up 2025 IRA Beneficiaries

Will the RMD rules tighten for IRA beneficiaries in 2025? Is choosing a financial advisor who is also a family member a wise decision? And what are we to take away from the Buffett indicator hitting an all-time-high? David Brooks has answers to these questions in today’s Q & A episode.

Ep 126. The Season of Giving with Kristen Dineen

We join in the celebration of seasonal giving with our guest Kristen Dineen! Kristen is the Marketing and Communications Manager at the Open Door Mission in Omaha, Nebraska, and she shares with David the numerous ways you can be a blessing this year to those in need.

Ep 125. Trump Stirs Up Markets on a Global Scale

Post Elect Donald Trump keeps stirring up the headlines with his latest picks for his cabinet, and it turns out this election has caused a stir for folks across the pond as well. David shares on the outcome of the Markets in Europe and the US in the wake of this intense political season.

Ep 124. Retiring at 94 Years Old

David reveals some red flags in the tech sector with employment declining drastically; perhaps the era of the tradesman and blue-collar worker is making a comeback. And a 94-year-old woman from Iowa retires after working 75 years at the same job.

Ep 123. Should I Invest While in My 60s?

Are we missing a huge opportunity by not investing, even when we are in our 60s? Do several retirees that come to Retire SMART have massive credit card debt? David Brooks has answers to these questions in today’s Q & A episode.

Ep 122. "Stump David Brooks!" (Part 4) with Jacob Orand

Financial advisor, Jacob Orand, brings back our fourth installment of “Stump David Brooks” on subjects related to charitable giving.

Ep 121. BIG Changes, Post Election 2024

It’s a few weeks past the red wave sweeping election, and the hype has all but died down. David takes a deep dive into potential outcomes as President Trump fills roles for the cabinet. And speaking of big changes to come, David unpacks a mandate for change from his favorite economist, Brian Wesbury.

Ep 120. Capitalism Works!

David explains the importance of the 10-year Treasury Bond in how it helps to give an overview of the economy, particularly inflation levels, and how David believes Capitalism works by raising the standard of living across the board.

Ep 119. Should You Invest In NVIDIA?

What’s going on with all the cash Berkshire Hathaway is stockpiling? Is now a good time to invest in NVIDIA? And if someone has multiple IRAs, what’s the best method to obtaining the RMDs? David Brooks has answers to these questions in today’s Q & A episode.

Ep 118. Estate Planning Advantages To Be Had

With the election now past, there is brief window of opportunity to take advantage of estate planning strategies that may only be around for the next four years. To expand on that, financial advisor and Estate Planning specialist, Mike Shudel, joins as guest in today’s episode.